Investors House (INVEST) — Strategic Asset Allocation Index
Investors House (INVEST) has a Strategic Asset Allocation Index of 0.9% as of December 2025. Strategic assets (PP&E of €179.00K plus long-term investments of €-) total €179.00K, measured against net assets of €20.45 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Investors House (INVEST) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Investors House Strategic Asset Allocation Index (2013–2025)
This chart shows how Investors House's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 0.9%, representing strategic assets of €179.00K against net assets of €20.45 Million EUR. For live market cap and overall valuation, see INVEST market cap overview.
Annual Strategic Asset Allocation Index for Investors House (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Investors House from 2013 to 2025, covering 13 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Investors House (INVEST) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.9% | €179.00K | €179.00K | €- | €20.45 Million | ▲ +0.2 pp |
| 2024 | 0.7% | €318.00K | €318.00K | €- | €47.40 Million | ▼ -0.3 pp |
| 2023 | 0.9% | €317.00K | €317.00K | €- | €33.95 Million | ▲ +0.8 pp |
| 2022 | 0.2% | €58.00K | €58.00K | €- | €32.54 Million | ▼ -71.4 pp |
| 2021 | 71.5% | €26.27 Million | €26.27 Million | €- | €36.71 Million | ▼ -32.8 pp |
| 2020 | 104.3% | €39.91 Million | €39.91 Million | €- | €38.27 Million | ▼ -82.0 pp |
| 2019 | 186.3% | €115.71 Million | €103.91 Million | €11.79 Million | €62.12 Million | ▲ +19.2 pp |
| 2018 | 167.1% | €82.69 Million | €68.23 Million | €14.45 Million | €49.49 Million | ▲ +18.9 pp |
| 2017 | 148.2% | €68.37 Million | €54.79 Million | €13.58 Million | €46.15 Million | ▼ -25.1 pp |
| 2016 | 173.2% | €37.59 Million | €35.74 Million | €1.84 Million | €21.70 Million | ▲ +23.3 pp |
| 2015 | 150.0% | €26.79 Million | €26.79 Million | €- | €17.87 Million | ▼ -3.1 pp |
| 2014 | 153.1% | €6.84 Million | €6.84 Million | €- | €4.47 Million | ▲ +38.9 pp |
| 2013 | 114.2% | €5.30 Million | €5.30 Million | €- | €4.64 Million | — |